Hyperscaler Capex Meets Issuance 超⼤规模云服务商资本⽀出遭遇发⾏ While geopolitical tensions are front and center for the markets in the near term, structural questions around AI disruption and hyperscaler issuance are still brewing under the hood. 尽管地缘政治紧张局势在短期内是市场关注的焦点，但关于⼈⼯智能带来的结构性变⾰和⼤型云服务商发⾏规模的问题仍在暗中酝酿。 Analysts now project AI-driven hyperscaler capex will reach ~$667 billion in 2026, following a year where their investments already constituted ~10% of US gross capital formation. GIR estimates CAPEX YoY increase peaks ...

谷歌母公司Alphabet近日宣布对Google Play商店进行系统性改革，同意降低竞争对手准入门槛并减少开发者费用，旨在解决美国反垄断诉讼并符合欧 洲及其他地区的新监管要求。 根据新方案， 其他公司只需向谷歌注册并支付一次性费用，即可在安卓平台开设应用商店。谷歌还将把向开发者收取的费用从标准的30%降至低至 15%，订阅服务费用甚至可降至10%。 美国、英国和欧盟地区的费用调整预计将于6月生效，澳大利亚、韩国和日本的调整将在2026年底前实施。 ...

【阿里回应：公司决定批准林俊旸辞职，将成立基础模型支持小组】 3 月 5 日上午，阿里巴巴 CEO 吴泳铭在内部 邮件中回应林俊旸离职一事。他表示，将继续坚持开源模型策略，持续加大 AI 研发投入和吸纳优秀人才力度。 完整早报音频，请点击标题下方小耳机收听 阿里批准通义实验室林俊旸的辞职申请后，谷歌 DeepMind 开发团队相关负责人 Omar Sanseviero 公开向 Qwen 团队抛出了橄榄枝：" Qwen 的朋友们：如果你们中有人想要一个新平台，一起打造优秀模型、为开源模型生态贡 献力量，欢迎联系我。我们的规划中还有很多令人期待的项目，未来大有可为。" 针对近日网传阿里巴巴 "千问模型核心团队集体离职""开源策略调整"等消息，阿里集团辟谣称，目前千问模型团队 稳定，没有出现"集体离职"的情况，所有产品与服务运行正常。千问会坚持开源策略。基础模型团队从未被设置 DAU 等商业化 KPI ， Qwen 大模型的目标是不断追求模型智能上限，实现 AGI 。阿里还表示，诚挚欢迎全球顶尖 AI 人才加入，共同打造世界级的大模型技术与开源生态。阿里巴巴将持续加大投入，为千问团队提供坚实支撑，勇 攀技术高峰。（ ...

President Donald Trump and Attorney General Pam Bondi on Thursday were sued over their handling of the TikTok deal that was finalized in January, according to a petition filed by two shareholders in competing tech firms. The plaintiffs argued that Trump approved a joint venture that failed to fully sever the app’s operational ties to China, granted several unlawful extensions and that Bondi failed to investigate the alleged breaches as required by the Protecting Americans from Foreign Adversary Controlled A ...

The judge in the bellwether social media trial in Los Angeles barred Meta’s defense from introducing a document where the plaintiff said she had suffered "sexual abuse during childhood." The exchange happened after the jury and plaintiff’s witness, psychiatrist Dr. Kara Bagot, were dismissed for the day. Meta lawyer Paul Schmidt took to the lectern to ask Judge Carolyn Kuhl about an exhibit he wanted to introduce to the court.The document was a housing application from the plaintiff, a 20-year-old female id ...

Hi everyone. It is Thursday, March 5th. Welcome to another CNBC live stream.Now, every year, Morgan Stanley brings the biggest names in tech and the biggest investors on Wall Street into the same room for its TMT conference right here in San Francisco, just down the street from here. Every year, the vibe tells you something about where the market is headed. Last year, the conversation was all about AI's potential.Yes, AYI will be big, but how big and when does it, you know, really, really arrive, especially ...

Investors file suit against Trump, Bondi over TikTok sale - UPI.comTrendingNuclear deterrenceD.J. MooreUtah killingsBritish spyingCatholic priests'Ace Ventura'Arctic rivalryRobert MaschioWall catMarch 5, 2026 / 2:53 PMTwo investors have filed suit against President Donald Trump and Attorney General Pam Bondi over the sale of TikTok to allies of the president. File Photo by John Angelillo/UPI | License PhotoMarch 5 (UPI) -- Two investors have filed suit against President Donald Trump and Attorney General Pam ...

Core Insights - Amazon, Nvidia, and SoftBank have collectively invested $110 billion in OpenAI, marking the largest private funding round in history, with OpenAI's valuation reaching $840 billion post-funding [1][2] - OpenAI aims to spend approximately $600 billion on infrastructure by 2030, which positions its partners in chips, cloud, and data centers as primary beneficiaries of this funding [1] Investment Breakdown - Amazon contributed $50 billion, with $15 billion upfront and $35 billion tied to milestones; Nvidia and SoftBank each invested $30 billion [1] - Microsoft holds a 27% stake in OpenAI, valued at around $135 billion, and has secured a $250 billion commitment for Azure services [1][2] Beneficiary Companies - **CoreWeave**: Holds a $22.4 billion contract with OpenAI and is projected to grow revenue from $16 million in 2022 to $12 billion by 2026, with a backlog exceeding $55 billion [1][2] - **Oracle**: Secured a $300 billion cloud contract with OpenAI, addressing market concerns about its ability to fulfill obligations amid significant annual losses [2] - **Alphabet**: Positioned to benefit indirectly from the AI infrastructure arms race, with a planned capex of $175 to $185 billion for 2026, nearly double its 2025 spending [2] - **Broadcom**: Collaborating with OpenAI to deploy custom AI accelerators, with a projected revenue growth of over 100% in fiscal 2026 [2]

CVS Health And Google Launch AI Business To ‘Personalize Healthcare’ https://t.co/bQlnQAzte7 (📸: Justin Sullivan, Christian Charisius/picture alliance via Getty Images) https://t.co/jNRC2sdvis ...

Even as live rights remain concentrated with broadcasters and streaming platforms such as JioStar, digital platforms are increasingly capturing the conversation around the sport both alongside and beyond the live match.Platforms such as YouTube and Snapchat are positioning themselves as arenas where fans watch highlights, follow creators and react to match moments during and after live games. The shift is opening new opportunities for brands as live cricket advertising becomes increasingly expensive.The tr ...